LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $306M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$318K
3
+$282K
4
MDT icon
Medtronic
MDT
+$262K
5
NYT icon
New York Times
NYT
+$170K

Top Sells

1
+$1.28M
2
+$370K
3
+$286K
4
CNI icon
Canadian National Railway
CNI
+$260K
5
ADI icon
Analog Devices
ADI
+$248K

Sector Composition

1 Healthcare 27.75%
2 Technology 23.39%
3 Industrials 13.37%
4 Consumer Staples 9.92%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
435
-255
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$3K ﹤0.01%
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$3K ﹤0.01%
40
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$2K ﹤0.01%
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50
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$2K ﹤0.01%
55
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286
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115
-75
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$1K ﹤0.01%
695
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$1K ﹤0.01%
85
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$1K ﹤0.01%
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$1K ﹤0.01%
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-75
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$1K ﹤0.01%
280
+125
295
$1K ﹤0.01%
130
-75
296
$1K ﹤0.01%
+16
297
$1K ﹤0.01%
190
298
$1K ﹤0.01%
720
-420
299
$1K ﹤0.01%
101
300
$1K ﹤0.01%
70
9 10 11
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